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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,088 | $72,071+41.6% | $68,368+49.3% | $137,256-25.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 16.10% | 353.14%-337.0pp | 292.57%-276.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,771 | $2,788-36.5% | $2,649-33.1% | $4,156-57.4% |
| Participant deferral / active EE | $5,261 | $4,410+19.3% | $4,123+27.6% | $6,407-17.9% |
| Admin fee / account holder | $3,567 | $5,336-33.2% | $5,150-30.7% | $12,270-70.9% |